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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

411 hedge funds and large institutions have $3.52B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 117 reducing their positions, and 19 closing their positions.

Holders
411
Holders Change
+21
Holders Change %
+5.38%
% of All Funds
5.95%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
47
Increased
192
Reduced
117
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$342M
2
LPL Financial
2
LPL Financial
California
$121M
3
SA
3
Sanctuary Advisors
Indiana
$31.8M
4
Wells Fargo
4
Wells Fargo
California
$143M
5
AWM
5
AE Wealth Management
Kansas
$36M

Top Sellers

1
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.58M
2
SW
2
Simplicity Wealth
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$265M
4
VNA
4
Valley National Advisers
Pennsylvania
$9.66M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$342M 3,612,414 +505,632 +16%
Morgan Stanley
2
Morgan Stanley
New York
$265M 2,804,126 -83,916 -3%
TA
3
Tectonic Advisors
Texas
$173M 1,828,250 +20,982 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$148M 1,565,093 +117,196 +8%
Wells Fargo
5
Wells Fargo
California
$143M 1,515,901 +312,045 +26%
LPL Financial
6
LPL Financial
California
$121M 1,273,677 +368,354 +41%
Osaic Holdings
7
Osaic Holdings
Arizona
$100M 1,057,498 +32,261 +3%
OIA
8
OneDigital Investment Advisors
Kansas
$97M 1,024,870 +187,822 +22%
Bank of America
9
Bank of America
North Carolina
$93.9M 992,208 +153,494 +18%
UBS Group
10
UBS Group
Switzerland
$82.4M 871,231 +66,058 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54.3M 574,304 +4,190 +0.7%
SHGA
12
Sand Hill Global Advisors
California
$50.5M 533,681 +10,737 +2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$50.5M 533,646 +87,231 +20%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$50.2M 530,362 +173,144 +48%
NA
15
NewEdge Advisors
Louisiana
$43.7M 462,197 +15,141 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$38.2M 404,073 +6,333 +2%
RA
17
RFG Advisory
Alabama
$37M 390,804 +33,791 +9%
SC
18
Scotia Capital
Ontario, Canada
$37M 390,801 +4,232 +1%
PIN
19
Prudent Investors Network
California
$36.6M 386,325 +162,509 +73%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$36.2M 382,370 +21,716 +6%
AWM
21
AE Wealth Management
Kansas
$36M 380,707 +285,459 +300%
RJA
22
Raymond James & Associates
Florida
$34M 359,191 -22,505 -6%
SA
23
Sanctuary Advisors
Indiana
$31.8M 347,900 +327,984 +1,647%
CW
24
CreativeOne Wealth
Kansas
$31.3M 330,565 +151,951 +85%
CIA
25
Concurrent Investment Advisors
Florida
$31.1M 328,192 +18,321 +6%
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